Multiple Claims Listing

Navigate: Closed Asmt Admin > Reports & Extracts > Data Interfaces > Multiple Claims Listing

Description

Use the Multiple Claims Listing Maintenance screen to maintain the details for multiple claims on a revenue object account.

Steps

  1. In the Advanced tab of the Multiple Claims Listing Search panel, enter your search criteria and click Search. At a minimum, make a selection from the Assessment Year drop-down list.

    NOTE: You can search for mismatched records between Multiple Case Listing (MCL) cases and Modifier Maintenance in order to fix records that are out of sync. For example, if the status for a Homeowners Exemption MCL record in 2017 is denied, but a modifier is active as of 1/1/2017 for the SSN on the MCL case, then you can see the MCL record information along with the Modifier Type and start/end dates.

  2. In the Result panel, select the checkbox for one or more items in the grid and click Next.

  3. In the Import Process panel on the Multiple Claims Listing Maintenance screen:

    • Click the Active Modifiers hyperlink (if displayed) to open the Maintain Revenue Object Modifier screen on which you can review and edit revenue object modifier information.
    • Click the Transfer Information hyperlink (if displayed) to open the Ownership History Information screen.
  4. In the Actions panel, make a selection from the County Status drop-down list and enter or select a status date.
    • Make a selection from the Matching County Status drop-down list and enter or select a status date.
  5. In the MCL Claim Information panel:
    • Click the PIN hyperlink to open the Revenue Object Detail Information screen on which you can view information and add any revenue object changes to a worklist for workflow processing.
    • SSN 1 and SSN 2 appears in green if they are the same as Matching SSN 1 and Matching SSN 2.
    • Click Current SSN 1 or Current SSN 2 to open the Legal Party Maintenance screen.
    • Enter comments as needed.

  6. Click Save in the Command Item bar.

    • Click Back to return to the Multiple Claims Listing Search screen.

    • Click Close to end the task.

Common Actions

Imports – Opens the Manage Import Files screen.

Extracts – Opens the Select Reports and Extracts Process screen in order to select an extract from an existing roll process or to generate a new instance of the Reports and Extracts roll process.